Calibration is a fast and efficient way to determine whether any of your investments should be reassessed given the current market conditions and portfolio company performance. Whether your current holdings value was arrived at based on an analysis with market multiples or based on the most recent round of financing, the Calibration tool can provide a high-level picture of how current market conditions may have impacted your portfolio.

Start a report

You can find the Calibration tool in the Firm view under Reports and Documents in the left navigation. Click on the Create report button to get started.

Setup the calibration

Choose the calibration date and select any portfolio companies to include in the report.

Add the details

For each portfolio company, you will need to provide the following information:

• Initial valuation date
• Company value
• LTM revenue as of the initial valuation date
• Company performance since the initial valuation
• LTM revenue as of the calibration date

If you are an ASC 820 subscriber, the tool will automatically populate these data from your most recently completed valuation for each portfolio company. You can also manually add companies not already present your Carta portfolio by clicking on the [+] button in the table.

View the summary report

The Calibration results show the change in value for each portfolio company selected as well as a roll-up summary of the net change in value.

Dive into company results

Click on a portfolio company in the report summary page to see details about the calibration. You can also fine tune the results by changing the selected quartile used to calculate the calibrated company value.